PSA Product Training Brighton - Contract Management: The Next Steps

To take your contracts to the next level, we will be focusing on financial visibility using Dashboard Tabs and Widgets, using Contract UDF’s effectively and creating Workflow Rules that will assist with managing our contract processes. Furthermore, we will be reviewing the functionality of the Invoicing Wizard and Invoice Templates.

After this workshop, you will be able to:• Configure the security level for Contracts• Configure Contracts and use their UDF's effectively• Copy and Modify Invoice Templates• Create contract workflow rules to automate contract processes